Connect Docugami and MailUp to Build Intelligent Automations
Choose a Trigger
When this happens...
Create Project
Create Docsets
Choose an Action
Automatically do this!
List Country Code
Create New Email Message
New Send Email
Create a New Text Message
Send Message to Group
Delete a Text Message
Add Recipient to Group
Add Recipient to List
Remove Recipient From List
Create New Group
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
Create Project
Triggers when new projects are created within the selected time interval.
Create Docsets
Triggers when new docsets are created within the selected time interval.
Do thisActions
Action is the task that follows automatically within your Docugami integrations.
Create a docset
Create a docset in Docugami.
Create a project
Create a Project in Docugami.
Publish a project
Publish a project in Docugami.
List Country Code
List all country code
Create New Email Message
Create a new email message on the specified list.
New Send Email
Sends the specified message (previously created in MailUp in the specified List) to the email address specified.
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Frequently Asked Questions
To start, connect both your Docugami and MailUp accounts to viaSocket. Once connected, you can set up a workflow where an event in Docugami triggers actions in MailUp (or vice versa).
Absolutely. You can customize how Docugami data is recorded in MailUp. This includes choosing which data fields go into which fields of MailUp, setting up custom formats, and filtering out unwanted information.
The data sync between Docugami and MailUp typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between Docugami and MailUp. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.
About Docugami
Enhance your document engineering processes with Docugami's specialized AI tools designed to transform how your business creates and understands documents.
Learn MoreAbout MailUp
MailUp is a comprehensive email and SMS marketing platform designed to help businesses create, send, and analyze their marketing campaigns. With a user-friendly interface and powerful automation tools, MailUp enables users to reach their audience effectively and efficiently.
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